Navigating global economics: Consensus vs. contradictions

Amidst the intricate web of global economics and investment strategies, where challenges and consensus coexist, those within the industry need to stay abreast of the macroeconomic outlook and its resonance across the globe.

Seema Shah, Chief Global Strategist, Principal, joined Emma Walden at the IMpower Studios to dissect the level of consensus about the macroeconomic outlook and global themes. During this interview, Seema also explores what investors should be focusing on for the rest of the year, the impact of lower rates and how investors should prepare their portfolios in the current economic conditions.

Under the spotlight: Seema Shah

Seema is Managing Director - Chief Global Strategist at Principal Asset Management. Based in London, she oversees global market strategy and advises investment staff across the firm in making economically sound asset allocation calls. She is responsible for the creation of global economic macro and secular event research, closely monitoring global central bank policy and political developments. Seema is a regular participant in conferences and forums speaking about global macro market issues. She is frequently quoted by the financial news media and appears regularly on CNBC and Bloomberg TV.

Principal Asset Management were Gold Sponsors of IMpower 2023. Find out more about the event here >>